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SpaceX’s Starhopper gains thruster pods as hop test preparations ramp up
Amid a flurry of new construction at SpaceX’s Boca Chica facilities, technicians have begun to install thruster pods on Starhopper in anticipation of the prototype’s first untethered flights.
According to CEO Elon Musk, Starhopper’s “untethered hover tests” will begin with just one Raptor engine installed, potentially allowing hops to restart within the next few weeks. SpaceX is currently testing Raptor SN03 (and possibly SN02) a few hundred miles north in McGregor, Texas, just a few hours’ drive south once the engine is deemed flight-ready. Meanwhile, Starhopper itself needs a considerable amount of new hardware before it can begin Raptor-powered flight testing.
A Falcon Raptor-powered Starship
Purely from a visible perspective, the most important component Starhopper is missing is a way to control its attitude and remain stable while under Raptor power, particularly critical for hovering. Enter the aptly-named attitude control system (ACS), essentially a pod of omnidirectional thrusters. SpaceX already happens to have its own extremely mature ACS proven over nearly two dozen successful Falcon 9 and Heavy booster landings, as well as every Falcon upper stage that has ever flown. SpaceX’s ACS is based on powerful nitrogen gas thrusters, known for their white puffs during Falcon 9 booster recovery and landing operations.
On May 6th and 7th, SpaceX began to install what looked like Falcon ACS pods on Starhopper. Curiously, of the two pairs of thrusters now installed, half appear to be taken directly off of older mothballed Falcon 9 boosters, while the other two seem to have been acquired from a Falcon 9 Block 5 rocket. The latter pods may very well have come from Falcon 9 B1050, the booster that unintentionally landed in the Atlantic Ocean last December.
Based on the asymmetric location of the first two pod groups, Starhopper’s ACS will probably use a tripod layout. Additionally, the reason for the thruster pairs – versus Falcon 9’s single pods – is likely simple: Starhopper is far heavier than a Falcon booster. To get the same level of control authority, SpaceX is thus pairing pods together to double the functional strength of Starhopper’s ACS.
This leads smoothly to the installation of two (likely soon to be three) new composite-overwrapped pressure vessels (COPVs). Starhopper already has two COPVs installed on the outside of its upper tank dome, now effectively confirmed to be helium containers needed to pressurize the vehicle’s methane and oxygen tanks. Based on the fact that Starhopper’s new ACS pods appear to have come straight from Falcon boosters, it’s safe to say that the 2 (or 3) new COPVs will supply the hopper’s thrusters with gaseous nitrogen.
The Ugly Starshipling
In general, this is just the latest chapter in the book of the oddity that is Starhopper. With helium tank pressurization and nitrogen ACS thrusters taken straight from Falcon 9, a major facet of SpaceX’s Mars architecture is entirely missing from the prototype. Known as autogenous pressurization, BFR was meant to use gasified versions of its onboard liquid oxygen and methane to pressurize its propellant tanks. In a similar vein, BFR was expected to integrated the same propellant into its ACS. Simply put, helium is simply out of the question if SpaceX wants to realize its reusable Mars transport architecture. Mars does have a minute quantity of nitrogen available in its already very thin atmosphere, but extracting hundreds or thousands of kilograms is impractical in the near-term, particularly if the first Starship have to carry all of their extraction equipment from Earth.
Although Musk has seemingly confirmed that Starship and Super Heavy will use ACS thrusters more akin to the Falcon family’s cold nitrogen gas pods, he did also confirm that autogenous pressurization would be a part of even the earliest iterations of the rocket. The move from carbon fiber to steel tanks likely made a major difference, as carbon composites have extremely limited heat resistance.
Without autogenous pressurization and propellant tanks closer to the thickness of orbit-capable Starships, Starhopper is really more of a mobile test stand for Raptor than anything else. The ungainly vehicle also offers SpaceX engineers an opportunity to test Starship/Super Heavy avionics in flight conditions, particularly with respect to controlling a real Raptor engine on the fly.
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Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
